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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,449 | $165,939-88.3% | $122,354-84.1% | $147,586-86.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.44% | 34.56%-29.1pp | 30.28%-24.8pp | 578.59%-573.2pp |
| Employer contribution / active EE | $6,066 | $5,754+5.4% | $4,051+49.7% | $4,876+24.4% |
| Participant deferral / active EE | $2,465 | $4,005-38.5% | $3,287-25.0% | $5,439-54.7% |
| Admin fee / account holder | $1,851 | $7,425-75.1% | $5,479-66.2% | $10,886-83.0% |